Taking the sales out of consulting

A&G Financial Management, LLC was formed to provide straight forward, no nonsense, independent consulting services.  Having spent our formative professional years in the broker dealer and banking channels, we determined the best way to service our clients was to break free of the red tape, proprietary requirements, and sales goals handed down from a home office that was generally states away from our clients. We are here... members of the same community as you. We sit with you, listen to your needs, THEN access a universe of appropriate products and services to help you meet your needs.